AWM
NSA

Axxcess Wealth Management’s National Storage Affiliates Trust NSA Stock Holding History

Axxcess Wealth Management’s Portfolio NSA Stock Details NSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Buy
+5,492
New +$235K ﹤0.01% 932
2026
Q1 		– Sell
-28,036
Closed -$791K – 783
2025
Q4 		$791K Sell
28,036
-878
-3% -$26.1K 0.01% 561
2025
Q3 		$874K Sell
28,914
-13,738
-32% -$429K 0.02% 478
2025
Q2 		$1.36M Sell
42,652
-319
-0.7% -$11.1K 0.03% 355
2025
Q1 		$1.69M Sell
42,971
-8,576
-17% -$323K 0.04% 289
2024
Q4 		$1.95M Sell
51,547
-5,125
-9% -$220K 0.05% 278
2024
Q3 		$2.73M Sell
56,672
-170
-0.3% -$7.59K 0.07% 211
2024
Q2 		$2.34M Buy
56,842
+5,193
+10% +$196K 0.06% 227
2024
Q1 		$2.02M Sell
51,649
-4,522
-8% -$170K 0.06% 245
2023
Q4 		$2.33M Sell
56,171
-192,349
-77% -$6.45M 0.07% 220
2023
Q3 		$7.89M Buy
248,520
+18,658
+8% +$632K 0.27% 77
2023
Q2 		$8.01M Buy
229,862
+44,302
+24% +$1.67M 0.58% 35
2023
Q1 		$7.75M Buy
185,560
+5,633
+3% +$228K 0.59% 33
2022
Q4 		$6.5M Buy
179,927
+4,819
+3% +$188K 0.54% 42
2022
Q3 		$7.28M Buy
175,108
+4,237
+2% +$216K 0.69% 24
2022
Q2 		$8.56M Buy
170,871
+6,788
+4% +$370K 0.79% 19
2022
Q1 		$10.3M Sell
164,083
-9,872
-6% -$607K 0.8% 18
2021
Q4 		$12M Buy
+173,955
New +$10.7M 0.88% 17

Other funds holding NSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Axxcess Wealth Management's NSA Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in National Storage Affiliates Trust (NSA) in Q2 2026: 5,492 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in NSA as recently as Q4 2025.

Axxcess Wealth Management first reported a position in NSA in Q4 2021 and has held it in 18 quarters since. The position peaked at $12M in Q4 2021. 336 funds tracked by Wall St. Rank hold NSA as of Q2 2026.

  • Axxcess Wealth Management held 5,492 shares of National Storage Affiliates Trust worth $244K as of Q2 2026.
  • National Storage Affiliates Trust was a new Axxcess Wealth Management position in Q2 2026.
  • National Storage Affiliates Trust made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #932 holding.
  • Axxcess Wealth Management first reported a position in National Storage Affiliates Trust in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's National Storage Affiliates Trust position peaked at $12M in Q4 2021.
  • 336 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.